RCA
AHRT

Ranch Capital Advisors’s AH Realty Trust AHRT Stock Holding History

Ranch Capital Advisors’s Portfolio AHRT Stock Details AHRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,141
Closed -$29K – 170
2021
Q3 		$29K Hold
2,141
– – 0.02% 328
2021
Q2 		$28K Buy
2,141
+891
+71% +$11.9K 0.02% 413
2021
Q1 		$15K Hold
1,250
– – 0.01% 539
2020
Q4 		$14K Sell
1,250
-190
-13% -$1.92K 0.01% 560
2020
Q3 		$13K Sell
1,440
-26,102
-95% -$257K 0.01% 566
2020
Q2 		$298K Sell
27,542
-1,873
-6% -$17K 0.23% 109
2020
Q1 		$314K Buy
29,415
+7,598
+35% +$123K 0.31% 87
2019
Q4 		$400K Buy
21,817
+6,312
+41% +$115K 0.32% 88
2019
Q3 		$280K Buy
+15,505
New +$268K 0.3% 107

Other funds holding AHRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Ranch Capital Advisors's AHRT Position: Q4 2021 in Review

Ranch Capital Advisors sold out of AH Realty Trust (AHRT) in Q4 2021, closing a stake of 2,141 shares — an estimated $29K sold.

Ranch Capital Advisors first reported a position in AHRT in Q3 2019 and held it in 9 quarters. The position peaked at $400K in Q4 2019. 181 funds tracked by Wall St. Rank hold AHRT as of Q4 2021.

  • Ranch Capital Advisors reported no remaining AH Realty Trust position as of Q4 2021 after selling out during the quarter.
  • Ranch Capital Advisors sold 2,141 AH Realty Trust shares in Q4 2021, an estimated $29K.
  • Ranch Capital Advisors first reported a position in AH Realty Trust in Q3 2019 and held it in 9 quarters.
  • Ranch Capital Advisors's AH Realty Trust position peaked at $400K in Q4 2019.
  • 181 funds tracked by Wall St. Rank held AH Realty Trust as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.